Service-Based Businesses

You went into business because you had a passion and you wanted to share it with others. For most people (unless they are like me) their passion is not accounting, but accounting is a vital part of your business. We can help you with your accounting so that you can focus on the parts of your business that you do best.

We look at your current business processes and develop an efficient workflow system that is customized for your business. We set up our clients on cloud accounting. There are several advantages of cloud accounting over desktop systems. These include:

You are able to access your accounts from any location with an internet connection at any time, even with your mobile device.

Your data is securely stored on the supplier’s data centers, where it is regularly backed up. You don’t have to upgrade your software or back up your data – it is done for you.

Your data is kept up to date. You and we are working on the same set of books so we are able to give you timely, useful information as you seek to grow your business.

Data entry is automated, which saves you time and money, often reducing the need for additional staff.

Accounting Services

We provide accounting and bookkeeping services for law firms. We use cloud based technology to manage your books and your trust accounts. We offer several levels of services ranging from full-service bookkeeping to preparing tax returns.

Training Services

We set up your accounting system and train you and your staff to operate it properly and efficiently.

Process Optimization Services

We review your current processes and help you implement the latest technology to help you save time and make more money.

Tax Preparation and Planning

We prepare tax returns for businesses as well as individuals. But we do more than just prepare tax returns. We help you plan so that you can minimize the amount of tax that you pay. We give you advice throughout the year as well as reminders of important deadlines.

Virtual CFO Services

We give you proactive advice to help you manage and grow your business that goes beyond just bookkeeping. We help you understand what the numbers mean and help you make good decisions in your business.

Get Started

First, click here to get the free e-book, Five Steps to Financial Freedom. You will receive it in your email shortly. You will be added to our e-mail list so that you will receive blog posts and other important information.

Next, click here to schedule a free consultation. Tell us a little about yourself and we will contact you to discuss your business or financial situation and our services.